Client Portfolio Manager

Zürich Permanent
  • Global Asset Managament Company
  • Client Portfolio Manager Job Opportunity

About Our Client

Our client is a very successful global asset management company that is expanding their innovative Equity department. We are searching for a Client Portfolio Manager/Investment Advisor with a healthcare/biotech and urban living focus.

Job Description

  • Becoming a subject-matter expert in thematic equities with a focus on topics such as healthy living, biotech and urban living, including associated ESG matters.
  • Representing thematic investment teams to clients globally and articulating the investment theme value proposition and positioning.
  • Working with various teams to respond to requests for data and/or information in a timely manner.
  • Helping to produce weekly, monthly, quarterly and annual thematic content.
  • Helping improve and coordinate our thematic ESG materiality matrices, engagement & proxy voting activities and impact frameworks.
  • Actively contributing to investment meetings.
  • Communicating with the media and writing & publishing thought-leadership pieces in your area of expertise.
  • Acting as a link between investment teams and the rest of the organisation (sales, marketing, RFP, wealth management), providing updates through the available communication channels.
  • Keeping track of the competition offering and performing comparative analyses.
  • Coordinating and contributing to our thematic advisory boards.
  • Helping the development and refinement of thematic ideas.

The Successful Applicant

  • Some work experience in public equities (analyst, PM, risk manager, etc.); a CFA or equivalent would be a plus.
  • Graduate degree-level education in Healthcare or Science and some work experience outside the financial sector.
  • Impeccable written communication and public-speaking skills in English (native or equivalent)
  • Keen interest in the healthy living, biotech and urban living themes as well as ESG-related matters
  • Affinity to develop impactful presentations (flow, content and design).
  • Excel proficiency; additional technical skills would be a plus (e.g. Tableau or Python).
  • Excellent interpersonal skills (able to 'read' clients and connect).
  • Highly entrepreneurial, proactive and self-motivated.
  • Able to multitask and work at the last minute under pressure while keeping an eye for detail & critical thinking.

What's on Offer

Client Portfolio Manager Job Opportunity

Contact
Erman Kilincoglu
Quote job ref
JN-092022-5745980

Job summary

Function
Policy, Economics & Regulatory Affairs
Subsector
Policy, Economics & Regulatory Affairs Subsector
Industry
Financial Services
Location
Zürich
Contract type
Permanent
Consultant name
Erman Kilincoglu
Job reference
JN-092022-5745980

About Page Executive

Page Executive are inclusive Recruiters and Hirers, as reflected in our Clear Assured Gold Standard Accreditation from the Clear Company. We are passionate about attracting diverse talent and are committed to ensuring our processes are inclusive and supportive.